Centers | AIM

Process

MBA Investment Fund Process

The MBA Investment Fund maintains a rigorous stock pitch process designed to give each manager in-depth experience in stock selection methodology. Each investment manager is required to do five formal stock pitches during their tenure. The pitching manager performs a detail analysis of the stock including:

Company profile

Target weighting

Industry and competitive conditions

Financials (historical, forecasted, and key ratios)

Investment merits

Investment risks

Valuation (discounted cash flow analysis and comparables)

After the detailed analysis is complete, the stock enters the formal approval process.

Pitch to the group of managers covering the sector and industry of the company (requires unanimous approval)

Pitch to the group’s Investment Counselor (may override any investment recommendation of the student managers)